Ability to create lists and workflows from Document views

HubSpot Ideas
68

This is currently possible - I spoke to someone from HubSpot support a few months ago who provided this solution.

  1. Create an Active list
  2. Select Contact Properties
  3. Search Original source drill-down 1
  4. Select is equal to any of
  5. Type Presentations in the search bar
  6. Press Enter
  7. Apply Filter

All contacts showing will have viewed at least one of your documents, however it’s not possible to filter based on specific documents that I know of.

I told them to upload this solution, and link it to this thread but looks like they never did. So hopefully this works for you guys.